How big is Wilcox Tree Experts, LLC's plan?

Wilcox Tree Experts, LLC's plan reported $868K in assets and 11 participants for 2024.

Original filing (PDF)20251007120221NAL0002442723001

Wilcox Tree Experts, LLC

Name: Wilcox Tree Experts, LLC — Form 5500 (2024)
Creator: Wilcox Tree Experts, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Wilcox Tree Experts, LLC held $868K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$868K

Net assets (EOY)

$868K

People on this filing

Doree Wilcox signed Wilcox Tree Experts, LLC's 2024 Form 5500 as plan administrator.

Doree Wilcox — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wilcox Tree Experts, LLC's EIN is 20-1382148.

EIN 20-1382148

Plan number 001

Plan year 2024

ACK ID 20251007120221NAL0002442723001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wilcox Tree Experts, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wilcox Tree Experts, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILCOX TREE EXPERTS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WILCOX TREE EXPERTS, LLC

EIN

all filings

Address

PO BOX 430 · OLD LYME, CT · 06371

Phone

(860) 434-2103

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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